CIK 1963839
Redwood Wealth Management Group, LLC
Institutional 13F holdings & portfolio
Holdings
187
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 151–187 of 187
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADBE | J P MORGAN NASDAQ EQT PRM INC ETF | 723 | $100K–$500K | SH |
| BRBR | ISHARES S&P SMLL CAP 600GRTH ETF | 9K | $100K–$500K | SH |
| — | KIMBERLY CLARK CORP | 250K | $100K–$500K | SH |
| GEV | CENOVUS ENERGY INC F | 383 | $100K–$500K | SH |
| RGNX | TERADYNE INC | 17K | $100K–$500K | SH |
| NVS | Q32 BIO INC | 2K | $100K–$500K | SH |
| IONQ | S&P GLOBAL INC | 6K | $100K–$500K | SH |
| TSHA | NATERA INC | 45K | $100K–$500K | SH |
| VICR | MICHIGAN ST TRUNK L 4 | 2K | $100K–$500K | SH |
| SDGR | KULICKE & SOFFA INDS INC | 13K | $100K–$500K | SH |
| VLO | AVIAT NETWORKS INC | 1K | $100K–$500K | SH |
| DECK | FIDELITY REAL ESTATE INCOME | 2K | $100K–$500K | SH |
| PNC | VISA INC CLASS CLASS A | 1K | $100K–$500K | SH |
| CRDO | SIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS | 2K | $100K–$500K | SH |
| CRUS | LORD ABBETT BOND-DEBENTURE I | 2K | $100K–$500K | SH |
| ADI | ISHARES GLOBAL INFRASTRUCTURE ETF | 847 | $100K–$500K | SH |
| LX | MARKEL GROUP INC | 70K | $100K–$500K | SH |
| — | VIRTUS INFRCP US PRERD STCK ETF | 225K | $100K–$500K | SH |
| SIEGY | UBER TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| ORCL | DOORDASH INC CLASS A | 1K | $100K–$500K | SH |
| DTM | FIDELITY ADVISOR FOCUSED EMERGING MARKETS Z | 2K | $100K–$500K | SH |
| — | KE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS | 18K | $100K–$500K | SH |
| CLSK | GUGGENHEIM LIMITED DURATION P | 22K | $100K–$500K | SH |
| FTSM | BITFARMS LTD F | 4K | $100K–$500K | SH |
| SOFI | KEURIG DR PEPPER INC | 8K | $100K–$500K | SH |
| — | GE VERNOVA INC | 215K | $100K–$500K | SH |
| F | SEARS CDA INC F | 16K | $100K–$500K | SH |
| MGK | NUTRIBAND INC | 519 | $100K–$500K | SH |
| VOO | GOLDMAN SACHS BAN 3.9 | 340 | $100K–$500K | SH |
| NVTS | THERMO FISHER SCIENTIFIC | 30K | $100K–$500K | SH |
| — | MORGAN STANLEY BA 4.8 | 20K | $100K–$500K | SH |
| DUK | CLEARBRIDGE DIVIDEND STRATEGY I | 2K | $100K–$500K | SH |
| CL | TWEEDY, BROWNE VALUE | 3K | $100K–$500K | SH |
| PATH | REGENXBIO INC | 12K | $100K–$500K | SH |
| NRG | WEC ENERGY GROUP INC | 1K | $100K–$500K | SH |
| FSK | FLEX LTD F | 14K | $100K–$500K | SH |
| — | SOUTH BOW CORP F | 200K | $100K–$500K | SH |